Secure access
Invitations are issued to a named accountant and protected by verification and MFA.
- Secure invitation link
- Email verification
- Multi factor authentication
- Professional membership details
- Scoped access to one client
- Access logging
Solutions · Accountants
Certify clients on the record, not over email.
Receive secure requests, review client asset or income information, request supporting documents and electronically complete wholesale investor certificates.
What VeriVest handles
Certificates are usually requested by email, filled in from a PDF and returned as a scan. The accountant portal replaces that with a structured, evidenced and signed workflow.
Structured review
Client figures arrive as a schedule, clearly marked as applicant supplied until reviewed.
- Asset schedule
- Liability schedule
- Gross income by financial year
- Supporting documents
- Unverified figure labelling
- Adjustments with reasons
Certification
Select the pathway, sign electronically and produce a locked certificate.
- Net assets pathway
- Gross income pathway
- Electronic signature
- Locked PDF output
- Certificate expiry date
- Submission to the fund manager
Clarification loop
Ask for more information without leaving the platform or restarting the request.
- Request more information
- Message history
- Additional document requests
- Status visibility
- Reminder handling
- Full audit trail
Applicant entered figures are clearly identified as unverified until reviewed. Professional judgement, and any certificate issued, remains entirely the accountant's.
See how it would work for your organisation.
We can walk through configuration, workflows and the evidence pack against your own onboarding process.